Vickie L.
Private Wealth | Business Development Manager | Certified FRM | CFA III Candidate
- Role
- Private Wealth Manager at Oakcean Capital
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Vickie L.
Vickie Liu is a Private Wealth Manager with over six years of experience in SME financing and wealth management. She is a Certified Financial Risk Manager (FRM) and a CFA Level candidate, specializing in wealth planning, asset management, and hotel financing. Vickie is skilled at building strong client relationships and providing customized financial solutions for high-net-worth individuals.
Experience
Private Wealth Manager
Jan 2024 — Present · London, GB
Oakcean Capital, a London-based multi-family office, specializes in delivering bespoke financial solutions for high-net-worth clients. We offer comprehensive asset management, financial structuring, and tax planning, with expertise in real estate, alternative assets, and insurance. Our global presence and nearshore delivery ensure clients receive tailored services, including fund establishment and investment opportunities across multi-asset classes.Job Responsibilities- Build and deepen relationships with corporate clients and key business introducers- Develop and execute business plans in collaboration with internal teams- Lead marketing efforts, optimize digital communications, and organize events- Identify and follow up on new business opportunities, managing client relationships to expand the client base- Collaborate with industry stakeholders to assess client needs and provide solutions- Track and report on business development progress and sales targets- Design and execute events for client engagement, offering wealth management advice and driving growth.
Education
Queen's University Belfast
BSc (Hons), Finance
2012 — 2015
Bayes Business School
Master of Science (MSc), Finance
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